Paula McCord
ERPA, QPA, QKA
DC Compliance Consultant
Dallas, TX, US
Paula McCord is a DC compliance consultant with the Milliman Employee Benefits Administration and Consulting Practice. She has been in the defined contribution field since 1985. She provides services to qualified defined contribution plans, including profit sharing, 401(k), 403(b), 457, 401(a), and ESOP plans. She joined Milliman in 2015.
Experience
Paula is responsible for all aspects of nondiscrimination testing and compliance issues for clients in the processing center.
Her responsibilities include:
- Maintaining compliance with ERISA and related regulations
- Reviewing and reconciling participant data
- Conducting compliance testing
- Calculating employer contributions
- Reconciling plan assets
- Preparing Form 5500 and other governmental forms
- Assisting plan auditors
- Assisting the plan sponsor
- Assuring client satisfaction with Milliman’s services
Professional Designations
- Enrolled Retirement Plan Agent (ERPA), Internal Revenue Service (IRS)
- Qualified Pension Administrator (QPA), American Society of Pension Professionals and Actuaries (ASPPA)
- Qualified 401(k) Administrator (QKA), ASPPA
Education
- BBA, University of Texas at San Antonio - San Antonio, TX
Affiliations
- Member, ASPPA